Annick D.
About Annick D.
Annick D. is an Associate Consultant at IG Wealth Management, where she has worked since 2020. She holds a Baccalauréat en administration des affaires with a focus on finance from Université de Moncton and has completed various financial courses.
Work at IG Wealth Management
Annick D. has been serving as an Associate Consultant at IG Wealth Management since 2020. In this role, she provides financial advice and support to clients, helping them navigate their investment options and retirement planning. Prior to her current position, she worked at IG Wealth Management as a Stagiaire from 2017 to 2018, gaining valuable experience in the financial services sector.
Education and Expertise
Annick D. studied at Université de Moncton, where she earned a Baccalauréat en administration des affaires with a focus on finance from 2016 to 2019. She also completed the Canadian Investment Funds Course at the IFSE Institute, which provided her with foundational knowledge in investment funds. Additionally, she achieved a certification in Retirement Planning from CIFP, enhancing her expertise in financial planning.
Background
Annick D. has a diverse background in the financial services industry. She began her career as a Bilingual Customer Service Representative at Banque Nationale in 2016, where she worked for three months. Following this role, she served as a Financial Services Representative at National Bank of Canada for one month in 2019, further broadening her experience in client service and financial products.
Career Progression
Annick D. has demonstrated a steady career progression within the financial sector. After her initial roles in customer service, she transitioned to IG Wealth Management, where she gained practical experience as a Stagiaire. Her subsequent promotion to Associate Consultant reflects her growing expertise and commitment to assisting clients with their financial needs.